Carter & Balsam Advisers
(CRD# 127634), formerly John R. Carter
Corporation, provides investment management to
clients who demand sound advice and reasonable consistent
returns. Ellis M. Balsam (CRD# 5860301) has managed the Company
since the passing of John R. Carter, the founder, in 2011.
a fee only adviser with many years of experience in dealing
with financial and investment matters.
If you're nervous
about commission driven salesmen masquerading as financial
advisers or trusting your future to a 30 year old MBA, you're in
the right website.
Your investments are
managed considering your financial objectives, age, net worth and
risk tolerance. I invest in what's prudent and avoid what's not.
My fees are .150% per quarter for personalized portfolio
management. There is a minimum fee of $400 per quarter. Other projects are charged at flat fees agreed to
If you're interested
in meeting with me, please contact me to
set up a personal meeting or phone interview. I will furnish client
references upon mutual interest.
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